The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
2U INC COM 90214J101 3,973 70,900 SH   SOLE 70,900 0 0
51JOB INC SP ADR REP COM 316827104 2,717 44,832 SH   SOLE 44,832 0 0
58 COM INC SPON ADR REP A 31680Q104 1,359 21,525 SH   SOLE 21,525 0 0
ABBOTT LABS COM 002824100 53,619 1,004,850 SH   SOLE 1,004,850 0 0
ABBVIE INC COM 00287Y109 179,586 2,021,000 SH   SOLE 2,021,000 0 0
ABM INDS INC COM 000957100 1,460 35,000 SH   SOLE 35,000 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 33,432 700,000 SH   SOLE 700,000 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 15,662 547,246 SH   SOLE 547,246 0 0
ACCELERON PHARMA INC COM 00434H108 1,978 53,000 SH   SOLE 53,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 26,150 193,600 SH   SOLE 193,600 0 0
ACCO BRANDS CORP COM 00081T108 2,523 212,000 SH   SOLE 212,000 0 0
ACORDA THERAPEUTICS INC COM 00484M106 2,129 90,000 SH   SOLE 90,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 81,508 1,263,500 SH   SOLE 1,263,500 0 0
ACUITY BRANDS INC COM 00508Y102 27,405 160,000 SH   SOLE 160,000 0 0
ADAMAS PHARMACEUTICALS INC COM 00548A106 1,979 93,500 SH   SOLE 93,500 0 0
ADAMIS PHARMACEUTICALS CORP COM NEW 00547W208 153 29,338 SH   SOLE 29,338 0 0
ADAPTIMMUNE THERAPEUTICS PLC SPONDS ADR 00653A107 197 24,000 SH   SOLE 24,000 0 0
ADECOAGRO S A COM L00849106 2,357 218,228 SH   SOLE 218,228 0 0
ADIENT PLC ORD SHS G0084W101 3,760 44,767 SH   SOLE 44,767 0 0
ADOBE SYS INC COM 00724F101 23,302 156,200 SH   SOLE 156,200 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 888 8,950 SH   SOLE 8,950 0 0
ADVANCED MICRO DEVICES INC COM 007903107 30,600 2,400,000 SH   SOLE 2,400,000 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 7,343 1,188,166 SH   SOLE 1,188,166 0 0
ADVANSIX INC COM 00773T101 620 15,600 SH   SOLE 15,600 0 0
AECOM COM 00766T100 62,577 1,700,000 SH   SOLE 1,700,000 0 0
AES CORP COM 00130H105 4,133 375,000 SH   SOLE 375,000 0 0
AETNA INC NEW COM 00817Y108 29,436 185,120 SH   SOLE 185,120 0 0
AFFILIATED MANAGERS GROUP COM 008252108 7,973 42,000 SH   SOLE 42,000 0 0
AFLAC INC COM 001055102 37,440 460,000 SH   SOLE 460,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 10,593 165,000 SH   SOLE 165,000 0 0
AGREE REALTY CORP COM 008492100 21,878 445,750 SH   SOLE 445,750 0 0
AIR PRODS & CHEMS INC COM 009158106 33,344 220,500 SH   SOLE 220,500 0 0
AK STL HLDG CORP COM 001547108 81,614 14,600,000 SH   SOLE 14,600,000 0 0
AKORN INC COM 009728106 498 15,000 SH   SOLE 15,000 0 0
ALASKA AIR GROUP INC COM 011659109 44,618 585,000 SH   SOLE 585,000 0 0
ALBEMARLE CORP COM 012653101 52,139 382,500 SH   SOLE 382,500 0 0
ALEXANDER & BALDWIN INC NEW COM 014491104 3,382 73,000 SH   SOLE 73,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 23,432 196,950 SH   SOLE 196,950 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 32,968 235,000 SH   SOLE 235,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 141,362 818,498 SH   SOLE 818,498 0 0
ALKERMES PLC SHS G01767105 3,559 70,000 SH   SOLE 70,000 0 0
ALLEGHANY CORP DEL COM 017175100 5,291 9,550 SH   SOLE 9,550 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,076 45,000 SH   SOLE 45,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 1,729 20,000 SH   SOLE 20,000 0 0
ALLERGAN PLC SHS G0177J108 89,298 435,702 SH   SOLE 435,702 0 0
ALLIANCE ONE INTL INC COM NEW 018772301 654 60,000 SH   SOLE 60,000 0 0
ALLIANT ENERGY CORP COM 018802108 2,910 70,000 SH   SOLE 70,000 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 996 70,000 SH   SOLE 70,000 0 0
ALLSTATE CORP COM 020002101 23,993 261,054 SH   SOLE 261,054 0 0
ALPHABET INC CAP STK CL C 02079K107 633,012 660,000 SH   SOLE 660,000 0 0
ALTABA INC COM 021346101 15,235 230,000 SH   SOLE 230,000 0 0
ALTRIA GROUP INC COM 02209S103 147,578 2,327,000 SH   SOLE 2,327,000 0 0
AMAG PHARMACEUTICALS INC COM 00163U106 1,221 66,167 SH   SOLE 66,167 0 0
AMAZON COM INC COM 023135106 538,357 560,000 SH   SOLE 560,000 0 0
AMBEV SA SPONSORED ADR 02319V103 24,600 3,732,900 SH   SOLE 3,732,900 0 0
AMEREN CORP COM 023608102 5,610 97,000 SH   SOLE 97,000 0 0
AMERESCO INC CL A 02361E108 975 125,000 SH   SOLE 125,000 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 32,828 1,849,469 SH   SOLE 1,849,469 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 3,562 75,000 SH   SOLE 75,000 0 0
AMERICAN ASSETS TR INC COM 024013104 20,084 505,000 SH   SOLE 505,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 1,758 100,000 SH   SOLE 100,000 0 0
AMERICAN CAMPUS CMNTYS INC COM 024835100 14,283 323,501 SH   SOLE 323,501 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,144 80,000 SH   SOLE 80,000 0 0
AMERICAN ELEC PWR INC COM 025537101 11,941 170,000 SH   SOLE 170,000 0 0
AMERICAN EXPRESS CO COM 025816109 36,184 400,000 SH   SOLE 400,000 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 1,303 60,000 SH   SOLE 60,000 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 85,455 1,392,000 SH   SOLE 1,392,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 73,602 538,500 SH   SOLE 538,500 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 1,214 15,000 SH   SOLE 15,000 0 0
AMERIPRISE FINL INC COM 03076C106 78,264 527,000 SH   SOLE 527,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 11,999 145,000 SH   SOLE 145,000 0 0
AMGEN INC COM 031162100 72,968 391,355 SH   SOLE 391,355 0 0
ANADARKO PETE CORP COM 032511107 15,280 312,800 SH   SOLE 312,800 0 0
ANALOG DEVICES INC COM 032654105 51,702 600,000 SH   SOLE 600,000 0 0
ANAPTYSBIO INC COM 032724106 1,922 55,000 SH   SOLE 55,000 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 8,280 165,400 SH   SOLE 165,400 0 0
ANGIODYNAMICS INC COM 03475V101 1,111 65,000 SH   SOLE 65,000 0 0
ANSYS INC COM 03662Q105 5,523 45,000 SH   SOLE 45,000 0 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 2,131 104,100 SH   SOLE 104,100 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 4,695 148,900 SH   SOLE 148,900 0 0
ANTHEM INC COM 036752103 7,595 40,000 SH   SOLE 40,000 0 0
AON PLC SHS CL A G0408V102 36,525 250,000 SH   SOLE 250,000 0 0
APACHE CORP COM 037411105 61,592 1,344,800 SH   SOLE 1,344,800 0 0
APARTMENT INVT & MGMT CO CL A 03748R101 10,746 245,000 SH   SOLE 245,000 0 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 1,106 58,500 SH   SOLE 58,500 0 0
APPLE INC COM 037833100 693,540 4,500,000 SH   SOLE 4,500,000 0 0
APPLIED MATLS INC COM 038222105 93,502 1,795,000 SH   SOLE 1,795,000 0 0
AQUA AMERICA INC COM 03836W103 2,489 75,000 SH   SOLE 75,000 0 0
ARBOR RLTY TR INC COM 038923108 2,206 269,000 SH   SOLE 269,000 0 0
ARC LOGISTICS PARTNERS LP COM UT REP LPN 03879N101 3,024 181,100 SH   SOLE 181,100 0 0
ARCH CAP GROUP LTD ORD G0450A105 33,348 338,556 SH   SOLE 338,556 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 14,922 351,026 SH   SOLE 351,026 0 0
ARCONIC INC COM 03965L100 27,119 1,090,000 SH   SOLE 1,090,000 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 399 39,700 SH   SOLE 39,700 0 0
ARES CAP CORP COM 04010L103 59,004 3,600,000 SH   SOLE 3,600,000 0 0
ARQULE INC COM 04269E107 120 108,040 SH   SOLE 108,040 0 0
ARRAY BIOPHARMA INC COM 04269X105 3,260 265,000 SH   SOLE 265,000 0 0
ARRIS INTL INC SHS G0551A103 9,687 340,000 SH   SOLE 340,000 0 0
ASHFORD HOSPITALITY TR INC COM SHS 044103109 867 130,000 SH   SOLE 130,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 1,916 30,500 SH   SOLE 30,500 0 0
ASTEC INDS INC COM 046224101 83,455 1,490,000 SH   SOLE 1,490,000 0 0
AT&T INC COM 00206R102 180,202 4,600,500 SH   SOLE 4,600,500 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 56,588 860,000 SH   SOLE 860,000 0 0
ATMOS ENERGY CORP COM 049560105 2,096 25,000 SH   SOLE 25,000 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 542 134,100 SH   SOLE 134,100 0 0
AUDIOCODES LTD ORD M15342104 112 15,664 SH   SOLE 15,664 0 0
AUTODESK INC COM 052769106 9,306 82,900 SH   SOLE 82,900 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 893 14,864 SH   SOLE 14,864 0 0
AUTOZONE INC COM 053332102 714 1,200 SH   SOLE 1,200 0 0
AVADEL PHARMACEUTICALS PLC SPONSORED ADR 05337M104 442 42,090 SH   SOLE 42,090 0 0
AVALONBAY CMNTYS INC COM 053484101 21,945 123,000 SH   SOLE 123,000 0 0
AVEXIS INC COM 05366U100 1,451 15,000 SH   SOLE 15,000 0 0
AVON PRODS INC COM 054303102 13,980 6,000,000 SH   SOLE 6,000,000 0 0
AXALTA COATING SYS LTD COM G0750C108 2,892 100,000 SH   SOLE 100,000 0 0
AXON ENTERPRISE INC COM 05464C101 10,655 470,000 SH   SOLE 470,000 0 0
AXOVANT SCIENCES LTD COM G0750W104 172 25,000 SH   SOLE 25,000 0 0
BABCOCK & WILCOX ENTERPRIS I COM 05614L100 833 250,000 SH   SOLE 250,000 0 0
BAIDU INC SPON ADR REP A 056752108 78,118 315,389 SH   SOLE 315,389 0 0
BAKER HUGHES A GE CO CL A 05722G100 43,351 1,183,800 SH   SOLE 1,183,800 0 0
BALL CORP COM 058498106 5,782 140,000 SH   SOLE 140,000 0 0
BALLANTYNE STRONG INC COM 058516105 2,989 490,000 SH   SOLE 490,000 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 5,035 454,791 SH   SOLE 454,791 0 0
BANCO MACRO SA SPON ADR B 05961W105 9,236 78,703 SH   SOLE 78,703 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109 9,544 321,230 SH   SOLE 321,230 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 3,493 76,296 SH   SOLE 76,296 0 0
BANK AMER CORP COM 060505104 325,214 12,834,000 SH   SOLE 12,834,000 0 0
BANK NEW YORK MELLON CORP COM 064058100 47,674 899,167 SH   SOLE 899,167 0 0
BANKRATE INC DEL COM 06647F102 20,925 1,500,000 SH   SOLE 1,500,000 0 0
BAOZUN INC SPONSORED ADR 06684L103 1,854 56,599 SH   SOLE 56,599 0 0
BB&T CORP COM 054937107 10,562 225,000 SH   SOLE 225,000 0 0
BBVA BANCO FRANCES S A SPONSORED ADR 07329M100 1,269 62,268 SH   SOLE 62,268 0 0
BEASLEY BROADCAST GROUP INC CL A 074014101 3,323 284,000 SH   SOLE 284,000 0 0
BEAZER HOMES USA INC COM NEW 07556Q881 14,992 800,000 SH   SOLE 800,000 0 0
BECTON DICKINSON & CO COM 075887109 19,472 99,374 SH   SOLE 99,374 0 0
BEIGENE LTD SPONSORED ADR 07725L102 4,760 46,010 SH   SOLE 46,010 0 0
BEL FUSE INC CL B 077347300 2,652 85,000 SH   SOLE 85,000 0 0
BERKLEY W R CORP COM 084423102 4,866 72,905 SH   SOLE 72,905 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108 26,100 95 SH   SOLE 95 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 164,988 900,000 SH   SOLE 900,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 227 4,000 SH   SOLE 4,000 0 0
BIOGEN INC COM 09062X103 68,412 218,485 SH   SOLE 218,485 0 0
BIOSTAGE INC COM 09074M103 32 105,000 SH   SOLE 105,000 0 0
BIOTIME INC *W EXP 10/01/201 09066L162 2 11,216 SH   SOLE 11,216 0 0
BLACK HILLS CORP COM 092113109 1,722 25,000 SH   SOLE 25,000 0 0
BLACKROCK INC COM 09247X101 46,721 104,500 SH   SOLE 104,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 36,707 1,100,000 SH   SOLE 1,100,000 0 0
BLUE BUFFALO PET PRODS INC COM 09531U102 4,111 145,000 SH   SOLE 145,000 0 0
BLUEROCK RESIDENTIAL GRW REI COM CL A 09627J102 2,323 210,000 SH   SOLE 210,000 0 0
BMC STK HLDGS INC COM 05591B109 534 25,000 SH   SOLE 25,000 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 4,835 328,900 SH   SOLE 328,900 0 0
BOEING CO COM 097023105 96,600 380,000 SH   SOLE 380,000 0 0
BORGWARNER INC COM 099724106 6,404 125,000 SH   SOLE 125,000 0 0
BOSTON BEER INC CL A 100557107 3,124 20,000 SH   SOLE 20,000 0 0
BOSTON PROPERTIES INC COM 101121101 26,542 216,000 SH   SOLE 216,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 14,293 490,000 SH   SOLE 490,000 0 0
BRANDYWINE RLTY TR SH BEN INT NEW 105368203 8,929 510,500 SH   SOLE 510,500 0 0
BRIGHTCOVE INC COM 10921T101 864 120,000 SH   SOLE 120,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 33,689 554,090 SH   SOLE 554,090 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 105,295 1,651,938 SH   SOLE 1,651,938 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 19,414 310,866 SH   SOLE 310,866 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 2,538 135,000 SH   SOLE 135,000 0 0
BROADCOM LTD SHS Y09827109 69,124 285,000 SH   SOLE 285,000 0 0
BROOKDALE SR LIVING INC COM 112463104 1,654 156,000 SH   SOLE 156,000 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 3,361 81,369 SH   SOLE 81,369 0 0
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN G16249107 6,422 275,000 SH   SOLE 275,000 0 0
BSQUARE CORP COM NEW 11776U300 803 154,500 SH   SOLE 154,500 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 12,950 227,200 SH   SOLE 227,200 0 0
BURLINGTON STORES INC COM 122017106 14,080 147,500 SH   SOLE 147,500 0 0
BWX TECHNOLOGIES INC COM 05605H100 6,162 110,000 SH   SOLE 110,000 0 0
CABOT OIL & GAS CORP COM 127097103 7,624 285,000 SH   SOLE 285,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 7,776 197,000 SH   SOLE 197,000 0 0
CAESARSTONE LTD ORD SHS M20598104 2,518 84,500 SH   SOLE 84,500 0 0
CALAVO GROWERS INC COM 128246105 38,064 520,000 SH   SOLE 520,000 0 0
CALGON CARBON CORP COM 129603106 16,264 760,000 SH   SOLE 760,000 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 954 25,000 SH   SOLE 25,000 0 0
CALPINE CORP COM NEW 131347304 959 65,000 SH   SOLE 65,000 0 0
CAMPBELL SOUP CO COM 134429109 17,792 380,000 SH   SOLE 380,000 0 0
CAMPING WORLD HLDGS INC CL A 13462K109 5,353 131,400 SH   SOLE 131,400 0 0
CAPITAL ONE FINL CORP COM 14040H105 66,881 790,000 SH   SOLE 790,000 0 0
CAPITAL SR LIVING CORP COM 140475104 2,510 200,000 SH   SOLE 200,000 0 0
CARDINAL HEALTH INC COM 14149Y108 15,392 230,000 SH   SOLE 230,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 422 15,000 SH   SOLE 15,000 0 0
CARLISLE COS INC COM 142339100 27,078 270,000 SH   SOLE 270,000 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,291 20,000 SH   SOLE 20,000 0 0
CARTER INC COM 146229109 2,469 25,000 SH   SOLE 25,000 0 0
CASEYS GEN STORES INC COM 147528103 39,402 360,000 SH   SOLE 360,000 0 0
CATERPILLAR INC DEL COM 149123101 31,178 250,000 SH   SOLE 250,000 0 0
CBOE HLDGS INC COM 12503M108 2,045 19,000 SH   SOLE 19,000 0 0
CBRE GROUP INC CL A 12504L109 6,572 173,500 SH   SOLE 173,500 0 0
CBS CORP NEW CL B 124857202 53,360 920,000 SH   SOLE 920,000 0 0
CELADON GROUP INC COM 150838100 68 10,000 SH   SOLE 10,000 0 0
CELCUITY INC COM 15102K100 734 60,000 SH   SOLE 60,000 0 0
CELGENE CORP COM 151020104 75,826 520,000 SH   SOLE 520,000 0 0
CELLDEX THERAPEUTICS INC NEW COM 15117B103 1,359 475,000 SH   SOLE 475,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 16,344 1,799,996 SH   SOLE 1,799,996 0 0
CENTENE CORP DEL COM 15135B101 1,505 15,550 SH   SOLE 15,550 0 0
CENTERPOINT ENERGY INC COM 15189T107 5,842 200,000 SH   SOLE 200,000 0 0
CENTURY CMNTYS INC COM 156504300 302 12,245 SH   SOLE 12,245 0 0
CERAGON NETWORKS LTD ORD M22013102 127 60,871 SH   SOLE 60,871 0 0
CERNER CORP COM 156782104 12,124 170,000 SH   SOLE 170,000 0 0
CF INDS HLDGS INC COM 125269100 17,580 500,000 SH   SOLE 500,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 3,781 35,000 SH   SOLE 35,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 11,812 103,600 SH   SOLE 103,600 0 0
CHENIERE ENERGY INC COM NEW 16411R208 49,544 1,100,000 SH   SOLE 1,100,000 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 4,726 164,000 SH   SOLE 164,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 1,453 338,000 SH   SOLE 338,000 0 0
CHEVRON CORP NEW COM 166764100 101,203 861,300 SH   SOLE 861,300 0 0
CHICAGO BRIDGE & IRON CO N V COM 167250109 4,032 240,000 SH   SOLE 240,000 0 0
CHINA BIOLOGIC PRODS HLDGS I COM G21515104 439 4,763 SH   SOLE 4,763 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 35,730 706,554 SH   SOLE 706,554 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 5,849 19,000 SH   SOLE 19,000 0 0
CHUBB LIMITED COM H1467J104 40,358 283,114 SH   SOLE 283,114 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 3,420 100,262 SH   SOLE 100,262 0 0
CHURCH & DWIGHT INC COM 171340102 38,518 795,000 SH   SOLE 795,000 0 0
CIENA CORP COM NEW 171779309 22,409 1,020,000 SH   SOLE 1,020,000 0 0
CIGNA CORPORATION COM 125509109 25,645 137,182 SH   SOLE 137,182 0 0
CIMAREX ENERGY CO COM 171798101 2,273 20,000 SH   SOLE 20,000 0 0
CINEMARK HOLDINGS INC COM 17243V102 10,863 300,000 SH   SOLE 300,000 0 0
CISCO SYS INC COM 17275R102 150,494 4,475,000 SH   SOLE 4,475,000 0 0
CITIGROUP INC COM NEW 172967424 209,564 2,881,000 SH   SOLE 2,881,000 0 0
CITIZENS FINL GROUP INC COM 174610105 11,361 300,000 SH   SOLE 300,000 0 0
CITRIX SYS INC COM 177376100 4,755 61,900 SH   SOLE 61,900 0 0
CITY OFFICE REIT INC COM 178587101 5,163 375,000 SH   SOLE 375,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 2,480 1,000,000 SH   SOLE 1,000,000 0 0
CLOROX CO DEL COM 189054109 6,200 47,000 SH   SOLE 47,000 0 0
CLOVIS ONCOLOGY INC COM 189464100 1,236 15,000 SH   SOLE 15,000 0 0
CME GROUP INC COM CL A 12572Q105 24,422 180,000 SH   SOLE 180,000 0 0
CMS ENERGY CORP COM 125896100 6,716 145,000 SH   SOLE 145,000 0 0
COACH INC COM 189754104 2,417 60,000 SH   SOLE 60,000 0 0
COCA COLA CO COM 191216100 86,419 1,920,000 SH   SOLE 1,920,000 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 7,315 175,763 SH   SOLE 175,763 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 208 2,700 SH   SOLE 2,700 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 14,670 300,000 SH   SOLE 300,000 0 0
COLGATE PALMOLIVE CO COM 194162103 73,870 1,014,000 SH   SOLE 1,014,000 0 0
COLONY NORTHSTAR INC CL A COM 19625W104 5,789 460,885 SH   SOLE 460,885 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 544 25,000 SH   SOLE 25,000 0 0
COMCAST CORP NEW CL A 20030N101 177,008 4,600,000 SH   SOLE 4,600,000 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 2,064 268,743 SH   SOLE 268,743 0 0
COMMUNITY HEALTHCARE TR INC COM 20369C106 8,803 326,500 SH   SOLE 326,500 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 744 58,158 SH   SOLE 58,158 0 0
CONAGRA BRANDS INC COM 205887102 5,651 167,500 SH   SOLE 167,500 0 0
CONCERT PHARMACEUTICALS INC COM 206022105 590 40,000 SH   SOLE 40,000 0 0
CONOCOPHILLIPS COM 20825C104 116,927 2,336,200 SH   SOLE 2,336,200 0 0
CONSOL ENERGY INC COM 20854P109 1,694 100,000 SH   SOLE 100,000 0 0
CONSOLIDATED EDISON INC COM 209115104 5,244 65,000 SH   SOLE 65,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 23,934 120,000 SH   SOLE 120,000 0 0
COOPER TIRE & RUBR CO COM 216831107 10,098 270,000 SH   SOLE 270,000 0 0
COPA HOLDINGS SA CL A P31076105 9,378 75,304 SH   SOLE 75,304 0 0
CORE MARK HOLDING CO INC COM 218681104 27,640 860,000 SH   SOLE 860,000 0 0
CORECIVIC INC COM 21871N101 16,062 600,000 SH   SOLE 600,000 0 0
CORNING INC COM 219350105 12,872 430,200 SH   SOLE 430,200 0 0
COSTAMARE INC SHS Y1771G102 94 15,200 SH   SOLE 15,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 29,901 182,000 SH   SOLE 182,000 0 0
COTY INC COM CL A 222070203 16,150 977,000 SH   SOLE 977,000 0 0
COUPA SOFTWARE INC COM 22266L106 389 12,500 SH   SOLE 12,500 0 0
COVANTA HLDG CORP COM 22282E102 5,569 375,000 SH   SOLE 375,000 0 0
CRAY INC COM NEW 225223304 28,689 1,475,000 SH   SOLE 1,475,000 0 0
CREDICORP LTD COM G2519Y108 29,449 143,638 SH   SOLE 143,638 0 0
CROCS INC COM 227046109 728 75,000 SH   SOLE 75,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 78,485 785,000 SH   SOLE 785,000 0 0
CSRA INC COM 12650T104 1,614 50,000 SH   SOLE 50,000 0 0
CSX CORP COM 126408103 2,713 50,000 SH   SOLE 50,000 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 10,848 205,689 SH   SOLE 205,689 0 0
CUBESMART COM 229663109 21,754 838,000 SH   SOLE 838,000 0 0
CUBIC CORP COM 229669106 59,160 1,160,000 SH   SOLE 1,160,000 0 0
CUMMINS INC COM 231021106 5,041 30,000 SH   SOLE 30,000 0 0
CUMULUS MEDIA INC CL A NEW 231082603 258 806,249 SH   SOLE 806,249 0 0
CVS HEALTH CORP COM 126650100 52,853 649,943 SH   SOLE 649,943 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 27,791 1,850,250 SH   SOLE 1,850,250 0 0
CYRUSONE INC COM 23283R100 17,620 299,000 SH   SOLE 299,000 0 0
CYS INVTS INC COM 12673A108 1,158 134,000 SH   SOLE 134,000 0 0
D R HORTON INC COM 23331A109 918 23,000 SH   SOLE 23,000 0 0
DANA INCORPORATED COM 235825205 4,194 150,000 SH   SOLE 150,000 0 0
DANAHER CORP DEL COM 235851102 13,725 160,000 SH   SOLE 160,000 0 0
DARDEN RESTAURANTS INC COM 237194105 3,151 40,000 SH   SOLE 40,000 0 0
DASEKE INC COM 23753F107 7,961 610,000 SH   SOLE 610,000 0 0
DATAWATCH CORP COM NEW 237917208 3,696 320,000 SH   SOLE 320,000 0 0
DCT INDUSTRIAL TRUST INC COM NEW 233153204 1,477 25,500 SH   SOLE 25,500 0 0
DDR CORP COM 23317H102 3,572 390,000 SH   SOLE 390,000 0 0
DEERE & CO COM 244199105 3,140 25,000 SH   SOLE 25,000 0 0
DELL TECHNOLOGIES INC COM CL V 24703L103 5,077 65,761 SH   SOLE 65,761 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 10,037 102,000 SH   SOLE 102,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 49,426 1,025,000 SH   SOLE 1,025,000 0 0
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DENTSPLY SIRONA INC COM 24906P109 6,878 115,000 SH   SOLE 115,000 0 0
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DIANA SHIPPING INC COM Y2066G104 140 38,700 SH   SOLE 38,700 0 0
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DIGI INTL INC COM 253798102 1,537 145,000 SH   SOLE 145,000 0 0
DISCOVER FINL SVCS COM 254709108 21,762 337,500 SH   SOLE 337,500 0 0
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DISH NETWORK CORP CL A 25470M109 61,280 1,130,000 SH   SOLE 1,130,000 0 0
DISNEY WALT CO COM DISNEY 254687106 300,639 3,050,000 SH   SOLE 3,050,000 0 0
DOLLAR GEN CORP NEW COM 256677105 12,320 152,000 SH   SOLE 152,000 0 0
DOLLAR TREE INC COM 256746108 10,505 121,000 SH   SOLE 121,000 0 0
DOMINION ENERGY INC COM 25746U109 60,390 785,000 SH   SOLE 785,000 0 0
DOMINION ENERGY MIDSTRM PRTN COM UT REP LTD 257454108 4,198 131,200 SH   SOLE 131,200 0 0
DOUGLAS EMMETT INC COM 25960P109 5,776 146,500 SH   SOLE 146,500 0 0
DOVER MOTORSPORTS INC COM 260174107 502 245,000 SH   SOLE 245,000 0 0
DOWDUPONT INC COM 26078J100 83,643 1,208,200 SH   SOLE 1,208,200 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 8,847 100,000 SH   SOLE 100,000 0 0
DR REDDYS LABS LTD ADR 256135203 3,519 98,640 SH   SOLE 98,640 0 0
DTE ENERGY CO COM 233331107 5,368 50,000 SH   SOLE 50,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 25,176 300,000 SH   SOLE 300,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 33,971 640,000 SH   SOLE 640,000 0 0
DXC TECHNOLOGY CO COM 23355L106 7,312 85,142 SH   SOLE 85,142 0 0
DYNEGY INC NEW DEL COM 26817R108 979 100,000 SH   SOLE 100,000 0 0
EAST WEST BANCORP INC COM 27579R104 5,978 100,000 SH   SOLE 100,000 0 0
EASTMAN CHEM CO COM 277432100 1,810 20,000 SH   SOLE 20,000 0 0
EATON CORP PLC SHS G29183103 11,135 145,000 SH   SOLE 145,000 0 0
EBAY INC COM 278642103 17,692 460,000 SH   SOLE 460,000 0 0
ECHOSTAR CORP CL A 278768106 36,341 635,000 SH   SOLE 635,000 0 0
ECOLAB INC COM 278865100 17,362 135,000 SH   SOLE 135,000 0 0
ECOPETROL S A SPONSORED ADS 279158109 147 15,500 SH   SOLE 15,500 0 0
EDGEWELL PERS CARE CO COM 28035Q102 2,110 29,000 SH   SOLE 29,000 0 0
EDISON INTL COM 281020107 10,418 135,000 SH   SOLE 135,000 0 0
EDUCATION RLTY TR INC COM NEW 28140H203 4,132 115,000 SH   SOLE 115,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 11,849 108,400 SH   SOLE 108,400 0 0
ELECTRONIC ARTS INC COM 285512109 15,714 133,099 SH   SOLE 133,099 0 0
EMERALD EXPOSITIONS EVENTS I COM 29103B100 2,324 100,000 SH   SOLE 100,000 0 0
EMERSON ELEC CO COM 291011104 8,798 140,000 SH   SOLE 140,000 0 0
EMMIS COMMUNICATIONS CORP COM NEW CL A 291525400 1,245 375,000 SH   SOLE 375,000 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 5,601 350,500 SH   SOLE 350,500 0 0
ENBRIDGE ENERGY PARTNERS L P COM 29250R106 1,421 88,900 SH   SOLE 88,900 0 0
ENEL AMERICAS S A SPONSORED ADR 29274F104 1,841 180,147 SH   SOLE 180,147 0 0
ENEL CHILE S A SPONSORED ADR 29278D105 106 17,600 SH   SOLE 17,600 0 0
ENERGEN CORP COM 29265N108 2,461 45,000 SH   SOLE 45,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 1,335 29,000 SH   SOLE 29,000 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 23,055 1,260,550 SH   SOLE 1,260,550 0 0
ENSCO PLC SHS CLASS A G3157S106 1,582 265,000 SH   SOLE 265,000 0 0
ENTERCOM COMMUNICATIONS CORP CL A 293639100 1,374 120,000 SH   SOLE 120,000 0 0
ENTERGY CORP NEW COM 29364G103 5,345 70,000 SH   SOLE 70,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 37,624 1,443,200 SH   SOLE 1,443,200 0 0
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EOG RES INC COM 26875P101 25,152 260,000 SH   SOLE 260,000 0 0
EPR PPTYS COM SH BEN INT 26884U109 96,503 1,383,750 SH   SOLE 1,383,750 0 0
EQT CORP COM 26884L109 6,524 100,000 SH   SOLE 100,000 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 8,794 117,300 SH   SOLE 117,300 0 0
EQUINIX INC COM PAR $0.001 29444U700 16,580 37,150 SH   SOLE 37,150 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 6,688 220,000 SH   SOLE 220,000 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,636 78,000 SH   SOLE 78,000 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 6,952 105,450 SH   SOLE 105,450 0 0
EROS INTL PLC SHS NEW G3788M114 32,461 2,269,990 SH   SOLE 2,269,990 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 1,848 36,875 SH   SOLE 36,875 0 0
ESSEX PPTY TR INC COM 297178105 37,841 148,961 SH   SOLE 148,961 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 18,030 200,000 SH   SOLE 200,000 0 0
EVEREST RE GROUP LTD COM G3223R108 15,987 70,000 SH   SOLE 70,000 0 0
EVERSOURCE ENERGY COM 30040W108 8,159 135,000 SH   SOLE 135,000 0 0
EXA CORP COM 300614500 5,320 220,000 SH   SOLE 220,000 0 0
EXELON CORP COM 30161N101 16,386 435,000 SH   SOLE 435,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 3,166 50,000 SH   SOLE 50,000 0 0
EXTRA SPACE STORAGE INC COM 30225T102 20,040 250,750 SH   SOLE 250,750 0 0
EXXON MOBIL CORP COM 30231G102 364,073 4,441,000 SH   SOLE 4,441,000 0 0
F M C CORP COM NEW 302491303 1,697 19,000 SH   SOLE 19,000 0 0
FACEBOOK INC CL A 30303M102 512,610 3,000,000 SH   SOLE 3,000,000 0 0
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206 7,055 56,800 SH   SOLE 56,800 0 0
FEDEX CORP COM 31428X106 51,884 230,000 SH   SOLE 230,000 0 0
FIBROGEN INC COM 31572Q808 949 17,648 SH   SOLE 17,648 0 0
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FINISAR CORP COM NEW 31787A507 30,705 1,385,000 SH   SOLE 1,385,000 0 0
FIRSTENERGY CORP COM 337932107 50,561 1,640,000 SH   SOLE 1,640,000 0 0
FIVE BELOW INC COM 33829M101 10,784 196,500 SH   SOLE 196,500 0 0
FLOWERS FOODS INC COM 343498101 3,833 203,750 SH   SOLE 203,750 0 0
FLOWSERVE CORP COM 34354P105 6,176 145,000 SH   SOLE 145,000 0 0
FLWS/1-800 FLOWERS CL A 68243Q106 1,256 127,500 SH   SOLE 127,500 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 17,351 181,622 SH   SOLE 181,622 0 0
FOOT LOCKER INC COM 344849104 1,585 45,000 SH   SOLE 45,000 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 21,546 1,800,000 SH   SOLE 1,800,000 0 0
FOREST CITY RLTY TR INC COM CL A 345605109 13,954 546,980 SH   SOLE 546,980 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,008 15,000 SH   SOLE 15,000 0 0
FOUR CORNERS PPTY TR INC COM 35086T109 6,387 256,274 SH   SOLE 256,274 0 0
FREEPORT-MCMORAN INC CL B 35671D857 54,756 3,900,000 SH   SOLE 3,900,000 0 0
FS INVT CORP COM 302635107 15,633 1,850,000 SH   SOLE 1,850,000 0 0
GAMESTOP CORP NEW CL A 36467W109 10,330 500,000 SH   SOLE 500,000 0 0
GARTNER INC COM 366651107 4,329 34,800 SH   SOLE 34,800 0 0
GASLOG LTD SHS G37585109 232 13,300 SH   SOLE 13,300 0 0
GAZIT GLOBE LTD SHS M4793C102 3,189 332,500 SH   SOLE 332,500 0 0
GENERAL DYNAMICS CORP COM 369550108 92,511 450,000 SH   SOLE 450,000 0 0
GENERAL ELECTRIC CO COM 369604103 221,852 9,175,000 SH   SOLE 9,175,000 0 0
GENERAL MLS INC COM 370334104 15,617 301,720 SH   SOLE 301,720 0 0
GENERAL MTRS CO COM 37045V100 29,679 735,000 SH   SOLE 735,000 0 0
GENESEE & WYO INC CL A 371559105 11,102 150,000 SH   SOLE 150,000 0 0
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GENWORTH FINL INC COM CL A 37247D106 16,940 4,400,000 SH   SOLE 4,400,000 0 0
GERON CORP COM 374163103 1,897 870,000 SH   SOLE 870,000 0 0
GGP INC COM 36174X101 23,316 1,122,575 SH   SOLE 1,122,575 0 0
G-III APPAREL GROUP LTD COM 36237H101 5,427 187,000 SH   SOLE 187,000 0 0
GILEAD SCIENCES INC COM 375558103 118,289 1,460,000 SH   SOLE 1,460,000 0 0
GLADSTONE LD CORP COM 376549101 4,086 300,000 SH   SOLE 300,000 0 0
GLOBAL MED REIT INC COM NEW 37954A204 2,829 315,000 SH   SOLE 315,000 0 0
GLOBAL PMTS INC COM 37940X102 8,686 91,400 SH   SOLE 91,400 0 0
GLOBANT S A COM L44385109 1,795 44,790 SH   SOLE 44,790 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 114,445 482,500 SH   SOLE 482,500 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 8,313 250,000 SH   SOLE 250,000 0 0
GRAMERCY PPTY TR COM NEW 385002308 15,617 516,273 SH   SOLE 516,273 0 0
GRANITE CONSTR INC COM 387328107 27,526 475,000 SH   SOLE 475,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 2,232 160,000 SH   SOLE 160,000 0 0
GREAT PLAINS ENERGY INC COM 391164100 3,030 100,000 SH   SOLE 100,000 0 0
GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 1,960 97,495 SH   SOLE 97,495 0 0
GREENBRIER COS INC COM 393657101 4,334 90,000 SH   SOLE 90,000 0 0
GREIF INC CL B 397624206 3,984 62,000 SH   SOLE 62,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 706 9,750 SH   SOLE 9,750 0 0
GROUPON INC COM 399473107 23,400 4,500,000 SH   SOLE 4,500,000 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 6,470 125,540 SH   SOLE 125,540 0 0
GRUPO FINANCIERO SANTANDER M SPON ADR SHS B 40053C105 2,326 230,542 SH   SOLE 230,542 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,589 64,400 SH   SOLE 64,400 0 0
GSV CAP CORP COM 36191J101 8,656 1,600,000 SH   SOLE 1,600,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 61,725 1,500,000 SH   SOLE 1,500,000 0 0
HALLIBURTON CO COM 406216101 14,656 318,400 SH   SOLE 318,400 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 4,429 255,000 SH   SOLE 255,000 0 0
HALYARD HEALTH INC COM 40650V100 833 18,500 SH   SOLE 18,500 0 0
HANESBRANDS INC COM 410345102 7,022 285,000 SH   SOLE 285,000 0 0
HARLEY DAVIDSON INC COM 412822108 34,229 710,000 SH   SOLE 710,000 0 0
HARRIS CORP DEL COM 413875105 4,609 35,000 SH   SOLE 35,000 0 0
HARSCO CORP COM 415864107 17,974 860,000 SH   SOLE 860,000 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 9,534 172,000 SH   SOLE 172,000 0 0
HASBRO INC COM 418056107 21,487 220,000 SH   SOLE 220,000 0 0
HAWAIIAN HOLDINGS INC COM 419879101 35,297 940,000 SH   SOLE 940,000 0 0
HCP INC COM 40414L109 2,644 95,000 SH   SOLE 95,000 0 0
HD SUPPLY HLDGS INC COM 40416M105 67,632 1,875,000 SH   SOLE 1,875,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 69,664 722,878 SH   SOLE 722,878 0 0
HEALTHCARE TR AMER INC CL A NEW 42225P501 8,329 279,500 SH   SOLE 279,500 0 0
HECLA MNG CO COM 422704106 35,893 7,150,000 SH   SOLE 7,150,000 0 0
HELIX ENERGY SOLUTIONS GRP I COM 42330P107 1,182 160,000 SH   SOLE 160,000 0 0
HELMERICH & PAYNE INC COM 423452101 4,898 94,000 SH   SOLE 94,000 0 0
HESS CORP COM 42809H107 7,268 155,000 SH   SOLE 155,000 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 6,248 284,400 SH   SOLE 284,400 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 13,975 950,000 SH   SOLE 950,000 0 0
HEXCEL CORP NEW COM 428291108 5,455 95,000 SH   SOLE 95,000 0 0
HFF INC CL A 40418F108 1,662 42,000 SH   SOLE 42,000 0 0
HIGHWOODS PPTYS INC COM 431284108 1,302 25,000 SH   SOLE 25,000 0 0
HILTON GRAND VACATIONS INC COM 43283X105 4,331 112,100 SH   SOLE 112,100 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 23,903 344,166 SH   SOLE 344,166 0 0
HOLLYFRONTIER CORP COM 436106108 10,172 282,800 SH   SOLE 282,800 0 0
HOLOGIC INC COM 436440101 4,447 121,200 SH   SOLE 121,200 0 0
HOME DEPOT INC COM 437076102 263,331 1,610,000 SH   SOLE 1,610,000 0 0
HONEYWELL INTL INC COM 438516106 53,153 375,000 SH   SOLE 375,000 0 0
HORTONWORKS INC COM 440894103 4,746 280,000 SH   SOLE 280,000 0 0
HOWARD HUGHES CORP COM 44267D107 26,322 223,204 SH   SOLE 223,204 0 0
HP INC COM 40434L105 23,425 1,173,600 SH   SOLE 1,173,600 0 0
HSN INC COM 404303109 781 20,000 SH   SOLE 20,000 0 0
HUDSON PAC PPTYS INC COM 444097109 14,267 425,500 SH   SOLE 425,500 0 0
HUMANA INC COM 444859102 20,709 85,000 SH   SOLE 85,000 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 31,701 140,000 SH   SOLE 140,000 0 0
IAC INTERACTIVECORP COM 44919P508 9,994 85,000 SH   SOLE 85,000 0 0
ICICI BK LTD ADR 45104G104 12,739 1,488,261 SH   SOLE 1,488,261 0 0
IDACORP INC COM 451107106 1,759 20,000 SH   SOLE 20,000 0 0
ILG INC COM 44967H101 4,277 160,000 SH   SOLE 160,000 0 0
ILLINOIS TOOL WKS INC COM 452308109 18,495 125,000 SH   SOLE 125,000 0 0
ILLUMINA INC COM 452327109 36,852 185,000 SH   SOLE 185,000 0 0
INCYTE CORP COM 45337C102 11,674 100,000 SH   SOLE 100,000 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 9,642 948,100 SH   SOLE 948,100 0 0
INFINERA CORPORATION COM 45667G103 7,761 875,000 SH   SOLE 875,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 16,879 1,156,855 SH   SOLE 1,156,855 0 0
INGERSOLL-RAND PLC SHS G47791101 8,917 100,000 SH   SOLE 100,000 0 0
INGEVITY CORP COM 45688C107 937 15,000 SH   SOLE 15,000 0 0
INGREDION INC COM 457187102 24,128 200,000 SH   SOLE 200,000 0 0
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INTEGER HLDGS CORP COM 45826H109 6,138 120,000 SH   SOLE 120,000 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 16,745 630,000 SH   SOLE 630,000 0 0
INTEL CORP COM 458140100 112,336 2,950,000 SH   SOLE 2,950,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 104,283 718,800 SH   SOLE 718,800 0 0
INTL PAPER CO COM 460146103 9,091 160,000 SH   SOLE 160,000 0 0
INTUIT COM 461202103 16,133 113,500 SH   SOLE 113,500 0 0
INVENTURE FOODS INC COM 461212102 7,551 1,610,000 SH   SOLE 1,610,000 0 0
INVITATION HOMES INC COM 46187W107 10,544 465,500 SH   SOLE 465,500 0 0
ION GEOPHYSICAL CORP COM NEW 462044207 292 30,666 SH   SOLE 30,666 0 0
IONIS PHARMACEUTICALS INC COM 462222100 5,070 100,000 SH   SOLE 100,000 0 0
IRON MTN INC NEW COM 46284V101 973 25,000 SH   SOLE 25,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 73,860 6,000,000 SH   SOLE 6,000,000 0 0
ISHARES INC CORE MSCI EMKT 46434G103 34,843 645,000 SH   SOLE 645,000 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 214,846 5,951,396 SH   SOLE 5,951,396 0 0
ISHARES INC MSCI RUS ETF NEW 46434G798 27,347 813,182 SH   SOLE 813,182 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 36,860 822,591 SH   SOLE 822,591 0 0
ISHARES TR IBOXX HI YD ETF 464288513 1,544 17,400 SH   SOLE 17,400 0 0
ISHARES TR S&P US PFD STK 464288687 46,572 1,200,000 SH   SOLE 1,200,000 0 0
ISHARES TR MSCI INDIA ETF 46429B598 182,964 5,569,697 SH   SOLE 5,569,697 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 16,214 1,183,479 SH   SOLE 1,183,479 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 1,457 25,000 SH   SOLE 25,000 0 0
JAKKS PAC INC COM 47012E106 450 150,000 SH   SOLE 150,000 0 0
JBG SMITH PPTYS COM 46590V100 3,906 114,200 SH   SOLE 114,200 0 0
JD COM INC SPON ADR CL A 47215P106 25,919 678,507 SH   SOLE 678,507 0 0
JELD-WEN HLDG INC COM 47580P103 1,723 48,500 SH   SOLE 48,500 0 0
JETBLUE AIRWAYS CORP COM 477143101 34,095 1,840,000 SH   SOLE 1,840,000 0 0
JOHNSON & JOHNSON COM 478160104 397,180 3,055,000 SH   SOLE 3,055,000 0 0
JOHNSON CTLS INTL PLC SHS G51502105 21,958 545,000 SH   SOLE 545,000 0 0
JPMORGAN CHASE & CO COM 46625H100 422,345 4,422,000 SH   SOLE 4,422,000 0 0
JUNIPER NETWORKS INC COM 48203R104 5,705 205,000 SH   SOLE 205,000 0 0
KAR AUCTION SVCS INC COM 48238T109 5,194 108,800 SH   SOLE 108,800 0 0
KBR INC COM 48242W106 32,595 1,823,000 SH   SOLE 1,823,000 0 0
KELLOGG CO COM 487836108 8,108 130,000 SH   SOLE 130,000 0 0
KENNEDY-WILSON HLDGS INC COM 489398107 501 27,000 SH   SOLE 27,000 0 0
KEYCORP NEW COM 493267108 20,702 1,100,000 SH   SOLE 1,100,000 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,062 97,500 SH   SOLE 97,500 0 0
KILROY RLTY CORP COM 49427F108 10,863 152,750 SH   SOLE 152,750 0 0
KIMBERLY CLARK CORP COM 494368103 62,135 528,000 SH   SOLE 528,000 0 0
KIMCO RLTY CORP COM 49446R109 13,411 686,000 SH   SOLE 686,000 0 0
KINDER MORGAN INC DEL COM 49456B101 86,310 4,500,000 SH   SOLE 4,500,000 0 0
KLA-TENCOR CORP COM 482480100 14,310 135,000 SH   SOLE 135,000 0 0
KLX INC COM 482539103 9,924 187,500 SH   SOLE 187,500 0 0
KOPPERS HOLDINGS INC COM 50060P106 41,535 900,000 SH   SOLE 900,000 0 0
KORN FERRY INTL COM NEW 500643200 2,192 55,600 SH   SOLE 55,600 0 0
KRAFT HEINZ CO COM 500754106 10,809 139,387 SH   SOLE 139,387 0 0
KROGER CO COM 501044101 26,359 1,314,000 SH   SOLE 1,314,000 0 0
KULICKE & SOFFA INDS INC COM 501242101 34,512 1,600,000 SH   SOLE 1,600,000 0 0
L BRANDS INC COM 501797104 31,977 768,500 SH   SOLE 768,500 0 0
L3 TECHNOLOGIES INC COM 502413107 88,563 470,000 SH   SOLE 470,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 37,441 248,000 SH   SOLE 248,000 0 0
LAM RESEARCH CORP COM 512807108 47,185 255,000 SH   SOLE 255,000 0 0
LAMB WESTON HLDGS INC COM 513272104 2,618 55,833 SH   SOLE 55,833 0 0
LAS VEGAS SANDS CORP COM 517834107 32,080 500,000 SH   SOLE 500,000 0 0
LAUDER ESTEE COS INC CL A 518439104 15,205 141,000 SH   SOLE 141,000 0 0
LCI INDS COM 50189K103 23,170 200,000 SH   SOLE 200,000 0 0
LEGG MASON INC COM 524901105 42,455 1,080,000 SH   SOLE 1,080,000 0 0
LENNAR CORP CL B 526057302 564 12,500 SH   SOLE 12,500 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 5,329 100,000 SH   SOLE 100,000 0 0
LGI HOMES INC COM 50187T106 10,928 225,000 SH   SOLE 225,000 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 30,496 320,000 SH   SOLE 320,000 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 2,044 87,739 SH   SOLE 87,739 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 4,187 100,000 SH   SOLE 100,000 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 952 25,000 SH   SOLE 25,000 0 0
LIFE STORAGE INC COM 53223X107 4,295 52,500 SH   SOLE 52,500 0 0
LIFEPOINT HEALTH INC COM 53219L109 5,568 96,164 SH   SOLE 96,164 0 0
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LILLY ELI & CO COM 532457108 168,728 1,972,496 SH   SOLE 1,972,496 0 0
LIMBACH HLDGS INC COM 53263P105 8,527 644,000 SH   SOLE 644,000 0 0
LIMONEIRA CO COM 532746104 5,005 216,000 SH   SOLE 216,000 0 0
LINCOLN NATL CORP IND COM 534187109 86,633 1,179,000 SH   SOLE 1,179,000 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 5,352 160,000 SH   SOLE 160,000 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 8,583 270,000 SH   SOLE 270,000 0 0
LITHIA MTRS INC CL A 536797103 5,330 44,300 SH   SOLE 44,300 0 0
LKQ CORP COM 501889208 7,846 218,000 SH   SOLE 218,000 0 0
LOCKHEED MARTIN CORP COM 539830109 100,844 325,000 SH   SOLE 325,000 0 0
LOGMEIN INC COM 54142L109 1,409 12,802 SH   SOLE 12,802 0 0
LOUISIANA PAC CORP COM 546347105 1,896 70,000 SH   SOLE 70,000 0 0
LULULEMON ATHLETICA INC COM 550021109 3,362 54,000 SH   SOLE 54,000 0 0
LUMENTUM HLDGS INC COM 55024U109 14,131 260,000 SH   SOLE 260,000 0 0
LYON WILLIAM HOMES CL A NEW 552074700 1,379 60,000 SH   SOLE 60,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 14,362 145,000 SH   SOLE 145,000 0 0
MACK CALI RLTY CORP COM 554489104 1,304 55,000 SH   SOLE 55,000 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 31,450 705,000 SH   SOLE 705,000 0 0
MACQUARIE INFRASTRUCTURE COR COM 55608B105 11,188 155,000 SH   SOLE 155,000 0 0
MACYS INC COM 55616P104 1,735 79,500 SH   SOLE 79,500 0 0
MADDEN STEVEN LTD COM 556269108 953 22,000 SH   SOLE 22,000 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 22,995 323,600 SH   SOLE 323,600 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 2,953 102,721 SH   SOLE 102,721 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 22,422 600,000 SH   SOLE 600,000 0 0
MANPOWERGROUP INC COM 56418H100 6,021 51,100 SH   SOLE 51,100 0 0
MARATHON OIL CORP COM 565849106 8,407 620,000 SH   SOLE 620,000 0 0
MARATHON PETE CORP COM 56585A102 13,179 235,000 SH   SOLE 235,000 0 0
MARIN SOFTWARE INC COM 56804T106 70 40,000 SH   SOLE 40,000 0 0
MARRIOTT INTL INC NEW CL A 571903202 13,077 118,600 SH   SOLE 118,600 0 0
MARSH & MCLENNAN COS INC COM 571748102 35,284 421,000 SH   SOLE 421,000 0 0
MARTIN MARIETTA MATLS INC COM 573284106 105,177 510,000 SH   SOLE 510,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,685 150,000 SH   SOLE 150,000 0 0
MASTEC INC COM 576323109 3,248 70,000 SH   SOLE 70,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 92,486 655,000 SH   SOLE 655,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 12,317 120,000 SH   SOLE 120,000 0 0
MCDONALDS CORP COM 580135101 65,479 417,913 SH   SOLE 417,913 0 0
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MDU RES GROUP INC COM 552690109 2,595 100,000 SH   SOLE 100,000 0 0
MEDICAL PPTYS TRUST INC COM 58463J304 6,368 485,000 SH   SOLE 485,000 0 0
MEDTRONIC PLC SHS G5960L103 109,172 1,403,780 SH   SOLE 1,403,780 0 0
MERCADOLIBRE INC COM 58733R102 13,968 53,945 SH   SOLE 53,945 0 0
MERCANTILE BANK CORP COM 587376104 1,652 47,339 SH   SOLE 47,339 0 0
MERCK & CO INC COM 58933Y105 238,192 3,720,000 SH   SOLE 3,720,000 0 0
MERIDIAN BIOSCIENCE INC COM 589584101 715 50,000 SH   SOLE 50,000 0 0
METLIFE INC COM 59156R108 77,146 1,485,000 SH   SOLE 1,485,000 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 2,900 96,000 SH   SOLE 96,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 29,331 900,000 SH   SOLE 900,000 0 0
MICRO FOCUS INTERNATIONAL PL SPON ADR NEW 594837304 2,628 82,395 SH   SOLE 82,395 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 28,281 315,000 SH   SOLE 315,000 0 0
MICRON TECHNOLOGY INC COM 595112103 76,300 1,940,000 SH   SOLE 1,940,000 0 0
MICROSEMI CORP COM 595137100 15,444 300,000 SH   SOLE 300,000 0 0
MICROSOFT CORP COM 594918104 678,552 9,109,300 SH   SOLE 9,109,300 0 0
MICROSTRATEGY INC CL A NEW 594972408 1,469 11,500 SH   SOLE 11,500 0 0
MID AMER APT CMNTYS INC COM 59522J103 13,611 127,350 SH   SOLE 127,350 0 0
MOBILE TELESYSTEMS PJSC SPONSORED ADR 607409109 1,816 173,917 SH   SOLE 173,917 0 0
MOHAWK INDS INC COM 608190104 16,893 68,250 SH   SOLE 68,250 0 0
MOLSON COORS BREWING CO CL B 60871R209 24,492 300,000 SH   SOLE 300,000 0 0
MOMO INC ADR 60879B107 2,827 90,187 SH   SOLE 90,187 0 0
MONDELEZ INTL INC CL A 609207105 43,228 1,063,163 SH   SOLE 1,063,163 0 0
MONMOUTH REAL ESTATE INVT CO CL A 609720107 1,457 90,000 SH   SOLE 90,000 0 0
MONSANTO CO NEW COM 61166W101 50,324 420,000 SH   SOLE 420,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 43,095 780,000 SH   SOLE 780,000 0 0
MORGAN STANLEY COM NEW 617446448 79,481 1,650,000 SH   SOLE 1,650,000 0 0
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MOSAIC CO NEW COM 61945C103 216 10,000 SH   SOLE 10,000 0 0
MOTORCAR PTS AMER INC COM 620071100 5,156 175,000 SH   SOLE 175,000 0 0
MPLX LP COM UNIT REP LTD 55336V100 18,667 533,200 SH   SOLE 533,200 0 0
MSA SAFETY INC COM 553498106 13,517 170,000 SH   SOLE 170,000 0 0
MSCI INC COM 55354G100 5,845 50,000 SH   SOLE 50,000 0 0
MURPHY OIL CORP COM 626717102 4,175 157,200 SH   SOLE 157,200 0 0
MYLAN N V SHS EURO N59465109 6,219 198,255 SH   SOLE 198,255 0 0
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NASDAQ INC COM 631103108 1,707 22,000 SH   SOLE 22,000 0 0
NATIONAL CINEMEDIA INC COM 635309107 15,684 2,247,000 SH   SOLE 2,247,000 0 0
NATIONAL FUEL GAS CO N J COM 636180101 2,944 52,000 SH   SOLE 52,000 0 0
NATIONAL INSTRS CORP COM 636518102 4,833 114,600 SH   SOLE 114,600 0 0
NATIONAL OILWELL VARCO INC COM 637071101 7,503 210,000 SH   SOLE 210,000 0 0
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NETEASE INC SPONSORED ADR 64110W102 34,685 131,479 SH   SOLE 131,479 0 0
NETFLIX INC COM 64110L106 30,830 170,000 SH   SOLE 170,000 0 0
NETSCOUT SYS INC COM 64115T104 4,206 130,000 SH   SOLE 130,000 0 0
NEW HOME CO INC COM 645370107 614 55,000 SH   SOLE 55,000 0 0
NEW JERSEY RES COM 646025106 1,475 35,000 SH   SOLE 35,000 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 14,135 160,149 SH   SOLE 160,149 0 0
NEW RESIDENTIAL INVT CORP COM NEW 64828T201 4,693 280,500 SH   SOLE 280,500 0 0
NEW SR INVT GROUP INC COM 648691103 2,516 275,000 SH   SOLE 275,000 0 0
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NEWFIELD EXPL CO COM 651290108 3,560 120,000 SH   SOLE 120,000 0 0
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NEWPARK RES INC COM PAR $.01NEW 651718504 700 70,000 SH   SOLE 70,000 0 0
NEWS CORP NEW CL A 65249B109 2,984 225,000 SH   SOLE 225,000 0 0
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NIC INC COM 62914B100 5,270 307,300 SH   SOLE 307,300 0 0
NIKE INC CL B 654106103 18,044 348,000 SH   SOLE 348,000 0 0
NISOURCE INC COM 65473P105 3,966 155,000 SH   SOLE 155,000 0 0
NOBLE CORP PLC SHS USD G65431101 1,334 290,000 SH   SOLE 290,000 0 0
NOBLE ENERGY INC COM 655044105 5,757 203,000 SH   SOLE 203,000 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 3,263 62,900 SH   SOLE 62,900 0 0
NORFOLK SOUTHERN CORP COM 655844108 8,596 65,000 SH   SOLE 65,000 0 0
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NORTHROP GRUMMAN CORP COM 666807102 25,895 90,000 SH   SOLE 90,000 0 0
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NRG ENERGY INC COM NEW 629377508 30,708 1,200,000 SH   SOLE 1,200,000 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 18,864 1,200,000 SH   SOLE 1,200,000 0 0
NUMEREX CORP PA CL A 67053A102 228 60,000 SH   SOLE 60,000 0 0
NUTANIX INC CL A 67059N108 7,837 350,000 SH   SOLE 350,000 0 0
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NVE CORP COM NEW 629445206 1,579 20,000 SH   SOLE 20,000 0 0
NVIDIA CORP COM 67066G104 75,978 425,000 SH   SOLE 425,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 17,930 158,547 SH   SOLE 158,547 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 8,938 41,500 SH   SOLE 41,500 0 0
OASIS MIDSTREAM PARTNERS LP COM UNITS REPS 67420T206 2,544 150,000 SH   SOLE 150,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 25,087 390,700 SH   SOLE 390,700 0 0
OCEANEERING INTL INC COM 675232102 814 31,000 SH   SOLE 31,000 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 6,118 1,900,000 SH   SOLE 1,900,000 0 0
OCLARO INC COM NEW 67555N206 11,219 1,300,000 SH   SOLE 1,300,000 0 0
OGE ENERGY CORP COM 670837103 3,603 100,000 SH   SOLE 100,000 0 0
OLD DOMINION FGHT LINES INC COM 679580100 4,955 45,000 SH   SOLE 45,000 0 0
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OMNICOM GROUP INC COM 681919106 10,370 140,000 SH   SOLE 140,000 0 0
ONEOK INC NEW COM 682680103 64,953 1,172,229 SH   SOLE 1,172,229 0 0
ORACLE CORP COM 68389X105 96,980 2,005,800 SH   SOLE 2,005,800 0 0
ORBITAL ATK INC COM 68557N103 41,280 310,000 SH   SOLE 310,000 0 0
ORBOTECH LTD ORD M75253100 1,443 34,180 SH   SOLE 34,180 0 0
OSI SYSTEMS INC COM 671044105 3,847 42,100 SH   SOLE 42,100 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 21,558 628,500 SH   SOLE 628,500 0 0
PALO ALTO NETWORKS INC COM 697435105 40,348 280,000 SH   SOLE 280,000 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 5,390 82,790 SH   SOLE 82,790 0 0
PARAMOUNT GROUP INC COM 69924R108 640 40,000 SH   SOLE 40,000 0 0
PARK HOTELS RESORTS INC COM 700517105 5,692 206,520 SH   SOLE 206,520 0 0
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PATRICK INDS INC COM 703343103 33,640 400,000 SH   SOLE 400,000 0 0
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PAYCOM SOFTWARE INC COM 70432V102 2,459 32,800 SH   SOLE 32,800 0 0
PAYPAL HLDGS INC COM 70450Y103 65,695 1,026,000 SH   SOLE 1,026,000 0 0
PBF LOGISTICS LP UNIT LTD PTNR 69318Q104 1,222 58,200 SH   SOLE 58,200 0 0
PDL BIOPHARMA INC COM 69329Y104 424 125,000 SH   SOLE 125,000 0 0
PEBBLEBROOK HOTEL TR COM 70509V100 13,064 361,500 SH   SOLE 361,500 0 0
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PENSKE AUTOMOTIVE GRP INC COM 70959W103 7,361 154,750 SH   SOLE 154,750 0 0
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PERRIGO CO PLC SHS G97822103 4,233 50,000 SH   SOLE 50,000 0 0
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PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 6,274 624,889 SH   SOLE 624,889 0 0
PETROQUEST ENERGY INC COM NEW 716748306 60 26,291 SH   SOLE 26,291 0 0
PFIZER INC COM 717081103 181,971 5,097,236 SH   SOLE 5,097,236 0 0
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PIER 1 IMPORTS INC COM 720279108 754 180,000 SH   SOLE 180,000 0 0
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PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 14,403 679,700 SH   SOLE 679,700 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 4,022 183,900 SH   SOLE 183,900 0 0
PLANET FITNESS INC CL A 72703H101 5,126 190,000 SH   SOLE 190,000 0 0
PLDT INC SPONSORED ADR 69344D408 9,037 283,100 SH   SOLE 283,100 0 0
PNC FINL SVCS GROUP INC COM 693475105 56,877 422,031 SH   SOLE 422,031 0 0
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PRAXAIR INC COM 74005P104 3,773 27,000 SH   SOLE 27,000 0 0
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PTC INC COM 69370C100 64,654 1,148,800 SH   SOLE 1,148,800 0 0
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PULTE GROUP INC COM 745867101 32,796 1,200,000 SH   SOLE 1,200,000 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 3,094 25,833 SH   SOLE 25,833 0 0
PVH CORP COM 693656100 5,231 41,500 SH   SOLE 41,500 0 0
QEP RES INC COM 74733V100 1,371 160,000 SH   SOLE 160,000 0 0
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QUALCOMM INC COM 747525103 60,912 1,175,000 SH   SOLE 1,175,000 0 0
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QUEST DIAGNOSTICS INC COM 74834L100 1,405 15,000 SH   SOLE 15,000 0 0
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RANGE RES CORP COM 75281A109 28,866 1,475,000 SH   SOLE 1,475,000 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 59,031 700,000 SH   SOLE 700,000 0 0
RAYONIER INC COM 754907103 1,445 50,000 SH   SOLE 50,000 0 0
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REGENCY CTRS CORP COM 758849103 8,199 132,150 SH   SOLE 132,150 0 0
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RH COM 74967X103 1,617 23,000 SH   SOLE 23,000 0 0
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SEQUENTIAL BRNDS GROUP INC N COM 81734P107 5,102 1,706,200 SH   SOLE 1,706,200 0 0
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SMUCKER J M CO COM NEW 832696405 6,774 64,556 SH   SOLE 64,556 0 0
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SPDR GOLD TRUST GOLD SHS 78463V107 75,003 616,900 SH   SOLE 616,900 0 0
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SPIRIT RLTY CAP INC NEW COM 84860W102 2,571 300,000 SH   SOLE 300,000 0 0
SPRINT CORP COM SER 1 85207U105 31,120 4,000,000 SH   SOLE 4,000,000 0 0
SQUARE INC CL A 852234103 1,057 36,700 SH   SOLE 36,700 0 0
STAG INDL INC COM 85254J102 10,315 375,500 SH   SOLE 375,500 0 0
STAR BULK CARRIERS CORP SHS PAR Y8162K204 311 31,980 SH   SOLE 31,980 0 0
STARBUCKS CORP COM 855244109 33,300 620,000 SH   SOLE 620,000 0 0
STARWOOD PPTY TR INC COM 85571B105 9,839 453,000 SH   SOLE 453,000 0 0
STARWOOD WAYPOINT HOMES COM 85572F105 10,111 278,000 SH   SOLE 278,000 0 0
STATE STR CORP COM 857477103 26,751 280,000 SH   SOLE 280,000 0 0
STEELCASE INC CL A 858155203 1,032 67,000 SH   SOLE 67,000 0 0
STERICYCLE INC COM 858912108 9,311 130,000 SH   SOLE 130,000 0 0
STIFEL FINL CORP COM 860630102 19,246 360,000 SH   SOLE 360,000 0 0
STRYKER CORP COM 863667101 6,391 45,000 SH   SOLE 45,000 0 0
SUMMER INFANT INC COM 865646103 1,036 548,000 SH   SOLE 548,000 0 0
SUMMIT HOTEL PPTYS COM 866082100 1,519 95,000 SH   SOLE 95,000 0 0
SUMMIT MATLS INC CL A 86614U100 801 25,000 SH   SOLE 25,000 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 2,804 140,200 SH   SOLE 140,200 0 0
SUN CMNTYS INC COM 866674104 21,445 250,300 SH   SOLE 250,300 0 0
SUNOCO LP COM U REP LP 86765K109 3,368 108,300 SH   SOLE 108,300 0 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 1,375 85,584 SH   SOLE 85,584 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,602 150,000 SH   SOLE 150,000 0 0
SUTHERLAND ASSET MGMT CORP M COM 86933G105 1,947 124,000 SH   SOLE 124,000 0 0
SVB FINL GROUP COM 78486Q101 61,553 329,000 SH   SOLE 329,000 0 0
SYMANTEC CORP COM 871503108 7,874 240,000 SH   SOLE 240,000 0 0
SYNCHRONY FINL COM 87165B103 73,205 2,357,648 SH   SOLE 2,357,648 0 0
SYNOPSYS INC COM 871607107 11,000 136,600 SH   SOLE 136,600 0 0
SYSCO CORP COM 871829107 17,965 333,000 SH   SOLE 333,000 0 0
TAILORED BRANDS INC COM 87403A107 794 55,000 SH   SOLE 55,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 164,442 4,379,271 SH   SOLE 4,379,271 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,953 19,100 SH   SOLE 19,100 0 0
TAL ED GROUP SPONSORED ADS 874080104 10,615 314,916 SH   SOLE 314,916 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 4,559 95,200 SH   SOLE 95,200 0 0
TARGET CORP COM 87612E106 20,941 354,880 SH   SOLE 354,880 0 0
TASEKO MINES LTD COM 876511106 54 29,305 SH   SOLE 29,305 0 0
TATA MTRS LTD SPONSORED ADR 876568502 4,914 157,150 SH   SOLE 157,150 0 0
TAUBMAN CTRS INC COM 876664103 497 10,000 SH   SOLE 10,000 0 0
TC PIPELINES LP UT COM LTD PRT 87233Q108 5,792 110,700 SH   SOLE 110,700 0 0
TCG BDC INC COM 872280102 12,233 650,000 SH   SOLE 650,000 0 0
TE CONNECTIVITY LTD REG SHS H84989104 14,295 172,100 SH   SOLE 172,100 0 0
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 9,465 597,559 SH   SOLE 597,559 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 33,887 2,062,500 SH   SOLE 2,062,500 0 0
TERADYNE INC COM 880770102 11,933 320,000 SH   SOLE 320,000 0 0
TERNIUM SA SPON ADR 880890108 1,402 45,322 SH   SOLE 45,322 0 0
TERRENO RLTY CORP COM 88146M101 6,513 180,000 SH   SOLE 180,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 10,171 577,900 SH   SOLE 577,900 0 0
TEXAS INSTRS INC COM 882508104 51,364 573,000 SH   SOLE 573,000 0 0
TEXTRON INC COM 883203101 5,927 110,000 SH   SOLE 110,000 0 0
THERAVANCE BIOPHARMA INC COM G8807B106 5,494 160,459 SH   SOLE 160,459 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 17,974 95,000 SH   SOLE 95,000 0 0
THOR INDS INC COM 885160101 56,660 450,000 SH   SOLE 450,000 0 0
TIER REIT INC COM NEW 88650V208 1,148 59,500 SH   SOLE 59,500 0 0
TIFFANY & CO NEW COM 886547108 1,836 20,000 SH   SOLE 20,000 0 0
TIME WARNER INC COM NEW 887317303 185,435 1,810,000 SH   SOLE 1,810,000 0 0
TITAN INTL INC ILL COM 88830M102 7,004 690,000 SH   SOLE 690,000 0 0
TJX COS INC NEW COM 872540109 22,856 310,000 SH   SOLE 310,000 0 0
TOLL BROTHERS INC COM 889478103 52,169 1,258,000 SH   SOLE 1,258,000 0 0
TOOTSIE ROLL INDS INC COM 890516107 3,486 91,741 SH   SOLE 91,741 0 0
TOTAL SYS SVCS INC COM 891906109 8,246 125,900 SH   SOLE 125,900 0 0
TPG RE FIN TR INC COM 87266M107 791 40,000 SH   SOLE 40,000 0 0
TPG SPECIALTY LENDING INC COM 87265K102 99,560 4,750,000 SH   SOLE 4,750,000 0 0
TRANSDIGM GROUP INC COM 893641100 9,587 37,500 SH   SOLE 37,500 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,245 115,700 SH   SOLE 115,700 0 0
TRAVELCENTERS AMER LLC COM 894174101 6,630 1,560,000 SH   SOLE 1,560,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 19,186 156,595 SH   SOLE 156,595 0 0
TREEHOUSE FOODS INC COM 89469A104 27,092 400,000 SH   SOLE 400,000 0 0
TRI POINTE GROUP INC COM 87265H109 4,534 328,336 SH   SOLE 328,336 0 0
TRIANGLE CAP CORP COM 895848109 20,706 1,450,000 SH   SOLE 1,450,000 0 0
TRIUMPH GROUP INC NEW COM 896818101 25,883 870,000 SH   SOLE 870,000 0 0
TSAKOS ENERGY NAVIGATION LTD SHS G9108L108 114 25,300 SH   SOLE 25,300 0 0
TUPPERWARE BRANDS CORP COM 899896104 6,429 104,000 SH   SOLE 104,000 0 0
TUTOR PERINI CORP COM 901109108 6,248 220,000 SH   SOLE 220,000 0 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 7,737 300,000 SH   SOLE 300,000 0 0
TWITTER INC COM 90184L102 10,122 600,000 SH   SOLE 600,000 0 0
ULTA BEAUTY INC COM 90384S303 6,782 30,000 SH   SOLE 30,000 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 6,124 200,000 SH   SOLE 200,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 501 9,400 SH   SOLE 9,400 0 0
UMH PPTYS INC COM 903002103 5,240 337,000 SH   SOLE 337,000 0 0
UNDER ARMOUR INC CL C 904311206 22,530 1,500,000 SH   SOLE 1,500,000 0 0
UNION PAC CORP COM 907818108 18,555 160,000 SH   SOLE 160,000 0 0
UNITED CONTL HLDGS INC COM 910047109 14,002 230,000 SH   SOLE 230,000 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 703 281,200 SH   SOLE 281,200 0 0
UNITED NAT FOODS INC COM 911163103 4,575 110,000 SH   SOLE 110,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 96,072 800,000 SH   SOLE 800,000 0 0
UNITED RENTALS INC COM 911363109 64,514 465,000 SH   SOLE 465,000 0 0
UNITED STATES STL CORP NEW COM 912909108 20,656 805,000 SH   SOLE 805,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 22,055 190,000 SH   SOLE 190,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 167,418 854,828 SH   SOLE 854,828 0 0
UNITI GROUP INC COM 91325V108 11,318 772,000 SH   SOLE 772,000 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 12,911 100,200 SH   SOLE 100,200 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 8,321 75,000 SH   SOLE 75,000 0 0
US BANCORP DEL COM NEW 902973304 51,750 965,671 SH   SOLE 965,671 0 0
VALE S A ADR 91912E105 10,398 1,032,561 SH   SOLE 1,032,561 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 287 20,000 SH   SOLE 20,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 15,001 195,000 SH   SOLE 195,000 0 0
VANECK VECTORS ETF TR RUSSIA ETF 92189F403 4,946 221,900 SH   SOLE 221,900 0 0
VANECK VECTORS ETF TR INDIA SMALL CAP 92189F767 4,493 79,181 SH   SOLE 79,181 0 0
VANGUARD INDEX FDS REIT ETF 922908553 104,702 1,260,100 SH   SOLE 1,260,100 0 0
VANTIV INC CL A 92210H105 987 14,000 SH   SOLE 14,000 0 0
VECTREN CORP COM 92240G101 1,315 20,000 SH   SOLE 20,000 0 0
VEDANTA LTD SPONSORED ADR 92242Y100 2,275 117,500 SH   SOLE 117,500 0 0
VENTAS INC COM 92276F100 18,184 279,200 SH   SOLE 279,200 0 0
VEON LTD SPONSORED ADR 91822M106 430 102,800 SH   SOLE 102,800 0 0
VEREIT INC COM 92339V100 3,316 400,000 SH   SOLE 400,000 0 0
VERISIGN INC COM 92343E102 3,319 31,200 SH   SOLE 31,200 0 0
VERISK ANALYTICS INC COM 92345Y106 5,607 67,400 SH   SOLE 67,400 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 182,691 3,691,468 SH   SOLE 3,691,468 0 0
VERSUM MATLS INC COM 92532W103 3,591 92,500 SH   SOLE 92,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 27,367 180,000 SH   SOLE 180,000 0 0
VIACOM INC NEW CL B 92553P201 61,248 2,200,000 SH   SOLE 2,200,000 0 0
VIAVI SOLUTIONS INC COM 925550105 1,892 200,000 SH   SOLE 200,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 1,007 114,647 SH   SOLE 114,647 0 0
VISA INC COM CL A 92826C839 261,837 2,488,000 SH   SOLE 2,488,000 0 0
VISTA OUTDOOR INC COM 928377100 1,032 45,000 SH   SOLE 45,000 0 0
VORNADO RLTY TR SH BEN INT 929042109 17,560 228,400 SH   SOLE 228,400 0 0
VOYA FINL INC COM 929089100 31,912 800,000 SH   SOLE 800,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 33,730 436,800 SH   SOLE 436,800 0 0
WAL-MART STORES INC COM 931142103 46,024 589,000 SH   SOLE 589,000 0 0
WASHINGTON PRIME GROUP NEW COM 93964W108 375 45,050 SH   SOLE 45,050 0 0
WASTE MGMT INC DEL COM 94106L109 15,654 200,000 SH   SOLE 200,000 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 31,140 450,000 SH   SOLE 450,000 0 0
WAYFAIR INC CL A 94419L101 4,347 64,500 SH   SOLE 64,500 0 0
WEB COM GROUP INC COM 94733A104 3,000 120,000 SH   SOLE 120,000 0 0
WEC ENERGY GROUP INC COM 92939U106 9,568 152,400 SH   SOLE 152,400 0 0
WEIBO CORP SPONSORED ADR 948596101 2,099 21,213 SH   SOLE 21,213 0 0
WELLS FARGO CO NEW COM 949746101 294,225 5,335,000 SH   SOLE 5,335,000 0 0
WELLTOWER INC COM 95040Q104 21,119 300,500 SH   SOLE 300,500 0 0
WESCO AIRCRAFT HLDGS INC COM 950814103 517 55,000 SH   SOLE 55,000 0 0
WESTERN DIGITAL CORP COM 958102105 90,220 1,044,209 SH   SOLE 1,044,209 0 0
WESTERN GAS EQUITY PARTNERS COMUNT LTD PT 95825R103 2,878 69,900 SH   SOLE 69,900 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 9,374 182,800 SH   SOLE 182,800 0 0
WESTROCK CO COM 96145D105 42,831 755,000 SH   SOLE 755,000 0 0
WEX INC COM 96208T104 2,054 18,300 SH   SOLE 18,300 0 0
WEYERHAEUSER CO COM 962166104 63,806 1,875,000 SH   SOLE 1,875,000 0 0
WHIRLPOOL CORP COM 963320106 8,807 47,750 SH   SOLE 47,750 0 0
WHITESTONE REIT COM 966084204 6,975 534,500 SH   SOLE 534,500 0 0
WIDEOPENWEST INC COM 96758W101 11,008 730,000 SH   SOLE 730,000 0 0
WILLIAMS COS INC DEL COM 969457100 16,418 547,100 SH   SOLE 547,100 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 19,337 497,100 SH   SOLE 497,100 0 0
WIPRO LTD SPON ADR 1 SH 97651M109 1,915 337,200 SH   SOLE 337,200 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 4,239 180,000 SH   SOLE 180,000 0 0
WPX ENERGY INC COM 98212B103 2,128 185,000 SH   SOLE 185,000 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 5,007 47,500 SH   SOLE 47,500 0 0
XCEL BRANDS INC COM NEW 98400M101 2,033 549,419 SH   SOLE 549,419 0 0
XCEL ENERGY INC COM 98389B100 10,647 225,000 SH   SOLE 225,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105 192 65,000 SH   SOLE 65,000 0 0
XL GROUP LTD COM G98294104 11,046 280,000 SH   SOLE 280,000 0 0
XO GROUP INC COM 983772104 6,688 340,000 SH   SOLE 340,000 0 0
XPO LOGISTICS INC COM 983793100 12,200 180,000 SH   SOLE 180,000 0 0
YANDEX N V SHS CLASS A N97284108 11,070 335,963 SH   SOLE 335,963 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 19,308 866,600 SH   SOLE 866,600 0 0
YUM BRANDS INC COM 988498101 8,318 113,000 SH   SOLE 113,000 0 0
YUM CHINA HLDGS INC COM 98850P109 5,461 136,627 SH   SOLE 136,627 0 0
YY INC ADS REPCOM CLA 98426T106 3,360 38,715 SH   SOLE 38,715 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 7,084 60,500 SH   SOLE 60,500 0 0
ZOETIS INC CL A 98978V103 65,879 1,033,234 SH   SOLE 1,033,234 0 0
ZYNGA INC CL A 98986T108 4,874 1,289,300 SH   SOLE 1,289,300 0 0